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Portfolio (Quarterly) Guide ↗

Johnson Bixby & Associates, LLC

· CIK 0001844238
13F Portfolio $896M AUM 131 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 53 Added 30 Reduced 7 Exited
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUAL ISHARES TR 8,053.0 $1.8M 0.20% $219.42 +2.3%
42 VIGI VANGUARD WHITEHALL FDS 18,506.0 $1.7M 0.19% -1K -6.0% $93.38 +4.9%
43 ICSH ISHARES TR 34,133.0 $1.7M 0.19% +15K +77.2% $50.58 -0.1%
44 IGSB ISHARES TR 30,167.0 $1.6M 0.18% -17K -36.6% $52.41 -0.5%
45 JNJ JOHNSON & JOHNSON Healthcare 6,212.0 $1.6M 0.18% +178.0 +3.0% $253.98 +6.6%
46 SCHE SCHWAB STRATEGIC TR 37,747.0 $1.4M 0.15% +196.0 +0.5% $36.26 +0.5%
47 EUSB ISHARES TR 31,489.0 $1.4M 0.15% +1K +4.0% $43.45 -1.5%
48 VSGX VANGUARD WORLD FD 15,925.0 $1.3M 0.15% -284.0 -1.8% $82.34 -0.1%
49 IBDR ISHARES TR 50,931.0 $1.2M 0.14% $24.23 -0.1%
50 META META PLATFORMS INC Communication Services 2,171.0 $1.2M 0.14% $563.33 -1.7%
51 VV VANGUARD INDEX FDS 3,501.0 $1.2M 0.13% NEW $343.91 +3.0%
52 CMF ISHARES TR 20,582.0 $1.2M 0.13% $57.64 -1.9%
53 GOOG ALPHABET INC Communication Services 3,275.0 $1.2M 0.13% +70.0 +2.2% $353.35 -3.5%
54 TSLA TESLA INC Consumer Cyclical 2,620.0 $1.1M 0.12% +29.0 +1.1% $420.60 -19.5%
55 IVV ISHARES TR 1,445.0 $1.1M 0.12% +86.0 +6.3% $748.99 +3.1%
56 IVLU ISHARES TR 25,491.0 $1.1M 0.12% -372.0 -1.4% $41.82 +5.0%
57 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,273.0 $951K 0.11% $746.80 +2.9%
58 IWD ISHARES TR 3,662.0 $888K 0.10% $242.42 +6.1%
59 GMUB GOLDMAN SACHS ETF TR 17,116.0 $880K 0.10% +449.0 +2.7% $51.44 -1.4%
60 IBDS ISHARES TR 35,119.0 $851K 0.10% +263.0 +0.8% $24.22 -0.2%
Page 3 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.9%
Technology 34.8%
Consumer Cyclical 4.9%
Communication Services 4.3%
Healthcare 4.2%
Industrials 3.1%
Consumer Defensive 2.9%
Energy 1.8%
Utilities 0.9%
Basic Materials 0.4%